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Brown & Brown

908 hedge funds and large institutions have $27.3B invested in Brown & Brown in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 339 increasing their positions, 315 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $10.6M

68% more funds holding in top 10

Funds holding in top 10: 1932 (+13)

57% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 83

25% more capital invested

Capital invested by funds: $21.9B → $27.3B (+$5.42B)

4% more funds holding

Funds holding: 873908 (+35)

1.62% more ownership

Funds ownership: 75.01%76.62% (+1.6%)

8% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 315

Holders
908
Holders Change
+35
Holders Change %
+4.01%
% of All Funds
12.17%
Holding in Top 10
32
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+68.42%
% of All Funds
0.43%
New
130
Increased
339
Reduced
315
Closed
83
Calls
$26.2M
Puts
$10.6M
Net Calls
+$15.6M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
RBI
776
Raiffeisen Bank International
Austria
$65.5K +$59.6K +533 New
OAJ
777
Ogorek Anthony Joseph
New York
$64K +$1.01K +9 +2%
ADL
778
Asset Dedication LLC
California
$62.9K
AAP
779
Arax Advisory Partners
Colorado
$62.7K -$159K -1,427 -74%
PA
780
PSI Advisors
Florida
$62K
ETC
781
Exchange Traded Concepts
Oklahoma
$60.6K +$5.92K +53 +12%
CT
782
Colonial Trust
South Carolina
$58K
SS
783
SBI Securities
Japan
$56.5K +$10.7K +96 +27%
HCP
784
Hexagon Capital Partners
Arkansas
$56.4K +$15.9K +142 +46%
IFS
785
Intelligent Financial Strategies
Minnesota
$55.4K
CPBTD
786
Central Pacific Bank - Trust Division
Hawaii
$55K -$10.4K -93 -17%
FPB
787
First PREMIER Bank
South Dakota
$53K
GKIM
788
GW&K Investment Management
Massachusetts
$52K +$23.9K +214 +104%
TFIPS
789
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51K
BHWM
790
Beaird Harris Wealth Management
Texas
$49.6K
TFM
791
TFC Financial Management
Massachusetts
$48K
GC
792
Garde Capital
Washington
$46.2K +$41.5K +371 New
APF
793
Alaska Permanent Fund
Alaska
$45.6K
ZBNA
794
Zions Bancorporation, National Association
Utah
$45K +$40.5K +362 New
LC
795
Lindbrook Capital
California
$43K -$335 -3 -0.9%
HWM
796
Hemington Wealth Management
Virginia
$42K +$7.49K +67 +24%
Simplex Trading
797
Simplex Trading
Illinois
$41K +$37.2K +333 New
AAG
798
Armstrong Advisory Group
Massachusetts
$40.8K
TPCW
799
TD Private Client Wealth
New York
$38.9K +$223 +2 +0.6%
SS
800
Sunbelt Securities
Texas
$37.3K

BRO Hedge Fund Activity: Q1 2025 in Review

908 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brown & Brown (BRO) for Q1 2025, worth a combined $27.3B — up 25% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new BRO positions and 83 closed out — a net gain of 47 holders — while 339 added to existing stakes and 315 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $808M. The largest seller was Select Equity Group, cutting an estimated $190M.

  • 908 institutional investors held Brown & Brown (BRO) as of Q1 2025, up from 873 in Q4 2024.
  • Funds reported $27.3B of Brown & Brown stock for Q1 2025, up 25% quarter-over-quarter.
  • 130 funds opened new Brown & Brown positions in Q1 2025 and 83 closed out, a net change of +47 holders.
  • The largest Brown & Brown buyer in Q1 2025 was Parnassus Investments, an estimated $808M added.
  • The largest Brown & Brown seller in Q1 2025 was Select Equity Group, an estimated $190M sold.

Based on aggregated 13F filings for Q1 2025.